This webinar is part of a series on Strategic Planning: Strategic Planning Essentials
Description:
Turning big ideas into a clear, written strategic plan can feel overwhelming. Many leaders find themselves asking, “How do we take all these conversations and priorities and capture them in one cohesive document?”
During this webinar, Marie Palacios of Funding for Good will guide you through the essential components of a strong strategic plan, highlighting the three key questions every well-crafted plan must address. You’ll discover how to structure your document so it is both concise and compelling.
Along the way, we’ll explore how to make the most of a strategic planning retreat, ensuring your final plan reflects the group’s shared vision while honoring innovative ideas from individual team members. The session will also provide a detailed breakdown of what to include in each section of your plan, along with practical tips, tools, and templates to help you transform strategic planning conversations into a living, actionable document.
You’ll learn:
- the three essential questions every well-crafted strategic plan must answer;
- how to use a content checklist to guide your written plan;
- best practices for organizing and formatting your document;
- techniques for facilitating conversations that make capturing content easier; and,
- where to find free tools and templates to streamline the drafting process
You’ll leave with a practical framework to customize and build your own strategic planning documents.
Who should attend:
This session is ideal for leaders seeking to create a strategic plan that strengthens their organization.
After the webinar, you’ll receive:
- slides and handouts; and,
- a link to the webinar recording.
Full participation in this webinar is applicable for 1.5 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
Can’t attend live and still want to watch the webinar?
Want to review the materials after the session?
You will receive an email with the full recording and any handouts within 10 business days after the webinar.
After you register, you will receive the following emails:
- A sales receipt for your bookkeeping records
- A confirmation email from Zoom with the login credentials
- Instructions for other attendees if you registered a group
If you do not receive these emails within 48 hours of registering, please email or call 1-877-784-7268.
GrantStation does not refund registration fees. Fees may be applied to any webinar scheduled within 30 days.
Marie Palacios
Marie Palacios, Lead Consultant for Funding for Good, is a native of Morganton, NC. She began her nonprofit experience as a volunteer while completing a community service project in college. During her freshman year at Lenoir-Rhyne University in Hickory, NC, Marie walked into a local nonprofit to volunteer with children and never left the field!
Over the past two decades, she has worn every hat imaginable in the nonprofit world: volunteer, board member, program director, executive director, and development consultant. Marie combines her experiences and expertise to help organizations grow for good. She is bilingual and uses her language skills to advocate for the Latino community, teach Spanish for Professionals courses, and offer consulting services in Spanish.
Her passions include program design, strategic planning, support for beginner nonprofits, board development, and fundraising.
